Advanced CFO Solutions
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Advanced CFO Solutions Employees
Employee
Years
Job
Industry
Matt Castleberry Matt Castleberry's Advanced CFO Solutions Experience April 2014 - Present
Job Business Development Director at Advanced CFO Solutions (mcastleberry@advancedcfo.com)
Industry Accounting
Experience
Advanced CFO Solutions April 2014 - Present
Jibe Media October 2011 - January 2013
Window Depot of Utah July 2008 - January 2013
GenEpic Pharmaceuticals January 2012 - December 2012
England Logistics LLC Salt Lake City, Utah May 2011 - October 2011
Bill Good Marketing 2009 - May 2011
TransLease, Inc. March 2007 - July 2008
Old Dominion Freight Line January 2006 - April 2007
UW Freight Line December 2004 - January 2006
Castleberry Enterprises August 2001 - December 2004
Skills
Sales, Web Marketing, Negotiation, Customer Service, Selling Skills, Strategic Thinking, SMO, Microsoft Technologies, Lead Generation, Executive Management, Finance, Account Management, New Business Development, Marketing Strategy, B2B, Heating, Plumbing, HVAC, Social Networking, Cold Calling, Sales Prospecting, Prospect Qualification, Prospecting New Accounts, New Account Growth, Territory Penetration, Strategic Vision, Strategic Growth, Sales Process, Business Development, Management, Leadership, Social Media, Sales Management, CRM, Marketing, SEO, Pricing, Advertising, Social Media Marketing, Email Marketing, Strategy, Salesforce.com, Business Strategy, Online Advertising, Recruiting, Online Marketing, Direct Marketing, Selling, Start-ups
Education
University of Utah 1998 — 2000
Bachelor of Science, Communication
Salt Lake Community College 1996 — 1998
Associates, Generals
Woodscross 1989 — 1992
Diploma
Advanced CFO Solutions April 2014 - Present
Jibe Media October 2011 - January 2013
Window Depot of Utah July 2008 - January 2013
GenEpic Pharmaceuticals January 2012 - December 2012
England Logistics LLC Salt Lake City, Utah May 2011 - October 2011
Bill Good Marketing 2009 - May 2011
TransLease, Inc. March 2007 - July 2008
Old Dominion Freight Line January 2006 - April 2007
UW Freight Line December 2004 - January 2006
Castleberry Enterprises August 2001 - December 2004
Skills
Sales, Web Marketing, Negotiation, Customer Service, Selling Skills, Strategic Thinking, SMO, Microsoft Technologies, Lead Generation, Executive Management, Finance, Account Management, New Business Development, Marketing Strategy, B2B, Heating, Plumbing, HVAC, Social Networking, Cold Calling, Sales Prospecting, Prospect Qualification, Prospecting New Accounts, New Account Growth, Territory Penetration, Strategic Vision, Strategic Growth, Sales Process, Business Development, Management, Leadership, Social Media, Sales Management, CRM, Marketing, SEO, Pricing, Advertising, Social Media Marketing, Email Marketing, Strategy, Salesforce.com, Business Strategy, Online Advertising, Recruiting, Online Marketing, Direct Marketing, Selling, Start-ups
Education
University of Utah 1998 — 2000
Bachelor of Science, Communication
Salt Lake Community College 1996 — 1998
Associates, Generals
Woodscross 1989 — 1992
Diploma
Jeremy Lott MBA Jeremy Lott MBA's Advanced CFO Solutions Experience September 2013 - April 2014
Job Associate at Piercy Bowler Taylor & Kern, CPAs
Industry Design
Experience
Piercy Bowler Taylor & Kern, CPAs May 2014 - Present
Advanced CFO Solutions September 2013 - April 2014
Foundation Bookkeeping Services October 2009 - May 2014
Artisan Landscape Outdoor Living October 2006 - January 2012
Land Design Group 2005 - 2008
Corporation of the Presiding Bishop January 2004 - July 2005
The Brickman Group April 2002 - March 2003
The Brickman Group 2002 - 2003
Skills
Small Business, Budgets, Landscaping, Accounting, Management, QuickBooks, Customer Service, Start-ups, Strategic Planning, Training, Financial Statements, Team Building, Bookkeeping, Sales, Public Speaking, Microsoft Excel, Leadership, Entrepreneurship, Microsoft Office, Sales Management, Process Scheduler, Financial Analysis, Marketing, Finance, Business, Microsoft Word, Time Management, Tax, Management Accounting, Critical Thinking, Business Planning, Real Estate, New Business Development, Public Space, Financial Education, Accounts Payable, Auditing, Management Consulting, Executive Management, Business Development, Coaching, Analysis, Financial Reporting
Education
University of Utah 2011 — 2013
Masters, Business Administration
Brigham Young University 1994 — 2002
Bachelor of Sciences, Landscape and Urban Horticulture
Bingham High School 1991 — 1994
Piercy Bowler Taylor & Kern, CPAs May 2014 - Present
Advanced CFO Solutions September 2013 - April 2014
Foundation Bookkeeping Services October 2009 - May 2014
Artisan Landscape Outdoor Living October 2006 - January 2012
Land Design Group 2005 - 2008
Corporation of the Presiding Bishop January 2004 - July 2005
The Brickman Group April 2002 - March 2003
The Brickman Group 2002 - 2003
Skills
Small Business, Budgets, Landscaping, Accounting, Management, QuickBooks, Customer Service, Start-ups, Strategic Planning, Training, Financial Statements, Team Building, Bookkeeping, Sales, Public Speaking, Microsoft Excel, Leadership, Entrepreneurship, Microsoft Office, Sales Management, Process Scheduler, Financial Analysis, Marketing, Finance, Business, Microsoft Word, Time Management, Tax, Management Accounting, Critical Thinking, Business Planning, Real Estate, New Business Development, Public Space, Financial Education, Accounts Payable, Auditing, Management Consulting, Executive Management, Business Development, Coaching, Analysis, Financial Reporting
Education
University of Utah 2011 — 2013
Masters, Business Administration
Brigham Young University 1994 — 2002
Bachelor of Sciences, Landscape and Urban Horticulture
Bingham High School 1991 — 1994
David Pond David Pond's Advanced CFO Solutions Experience August 2014 - Present
Job Accountant at Salt Lake City Corporation
Industry Accounting
Experience
Salt Lake City Corporation December 2014 - Present
Advanced CFO Solutions August 2014 - Present
ArmorActive, Inc. February 2012 - August 2014
Stephens Management Corporation January 2005 - August 2012
Skills
Account Reconciliation, Financial Accounting, Financial Statements, Human Resources, Budget Process, Management, Microsoft Word, Cash Flow, Tax, Start-ups, Payroll, Managerial Finance, General Ledger, Strategic Planning, Time Management, Finance, Internal Controls, Internal Audit, US GAAP, Strategic Financial..., Cash Management, CPA, Tax Preparation, Microsoft Excel, Accounts Payable, Analysis, Business Planning, Financial Modeling, Sales, P&L, Accounts Receivable, Account Management, Project Management, Leadership, Team Building, Retail, Office Management, Negotiation, Access, Employee Benefits, Process Improvement, Income Statement, exc3
Education
University of Phoenix 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Accounting
Salt Lake City Corporation December 2014 - Present
Advanced CFO Solutions August 2014 - Present
ArmorActive, Inc. February 2012 - August 2014
Stephens Management Corporation January 2005 - August 2012
Skills
Account Reconciliation, Financial Accounting, Financial Statements, Human Resources, Budget Process, Management, Microsoft Word, Cash Flow, Tax, Start-ups, Payroll, Managerial Finance, General Ledger, Strategic Planning, Time Management, Finance, Internal Controls, Internal Audit, US GAAP, Strategic Financial..., Cash Management, CPA, Tax Preparation, Microsoft Excel, Accounts Payable, Analysis, Business Planning, Financial Modeling, Sales, P&L, Accounts Receivable, Account Management, Project Management, Leadership, Team Building, Retail, Office Management, Negotiation, Access, Employee Benefits, Process Improvement, Income Statement, exc3
Education
University of Phoenix 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Accounting
Casey Foote Casey Foote's Advanced CFO Solutions Experience April 2008 - Present
Job Partner, Advanced CFO Solutions
Industry Accounting
Experience
Advanced CFO Solutions April 2008 - Present
Skills
Financial Analysis, Management Consulting, Due Diligence, Financial Modeling, Strategy, Financial Reporting, Start-ups, Business Strategy, Accounting, Mergers & Acquisitions, Customer Service, Strategic Planning, Entrepreneurship, Internal Controls, Analysis, Management, Business Planning, Forecasting, Finance, Business Analysis, Corporate Finance, Leadership, New Business Development, Risk Management, Strategic Financial..., Business Process..., Investments, Valuation, Executive Management, Private Equity, Managerial Finance, Business Development, Venture Capital, Banking, Competitive Analysis, Analytics, Business Valuation, Process Improvement, Corporate Development, Portfolio Management
Education
Wharton School, University of Pennsylvania 2007 — 2009
MBA, Finance
Brigham Young University 1995 — 2000
Masters, Accounting
Advanced CFO Solutions April 2008 - Present
Skills
Financial Analysis, Management Consulting, Due Diligence, Financial Modeling, Strategy, Financial Reporting, Start-ups, Business Strategy, Accounting, Mergers & Acquisitions, Customer Service, Strategic Planning, Entrepreneurship, Internal Controls, Analysis, Management, Business Planning, Forecasting, Finance, Business Analysis, Corporate Finance, Leadership, New Business Development, Risk Management, Strategic Financial..., Business Process..., Investments, Valuation, Executive Management, Private Equity, Managerial Finance, Business Development, Venture Capital, Banking, Competitive Analysis, Analytics, Business Valuation, Process Improvement, Corporate Development, Portfolio Management
Education
Wharton School, University of Pennsylvania 2007 — 2009
MBA, Finance
Brigham Young University 1995 — 2000
Masters, Accounting
David Chase David Chase's Advanced CFO Solutions Experience 2011 - Present
Job Managing Partner, Advanced CFO Solutions
Industry Executive Office
Experience
Advanced CFO Solutions 2011 - Present
Humaneyezed LLC July 2014 - Present
SaltStack June 2014 - Present
Provo Craft 2011 - 2011
Provo Craft 2007 - 2011
Honeywell 2004 - 2007
Honeywell Aerospace 1998 - 2004
Skills
Forecasting, Financial Modeling, Financial Analysis, Financial Reporting, Accounting, Strategic Planning, Process Improvement, Budgets, Cash Management, Mergers, Business Strategy, Managerial Finance, GAAP, Capital Budgeting, Strategic Financial..., Due Diligence, Cash Flow, Mergers & Acquisitions, Start-ups, Small Business, Strategy, Management, Finance, Executive Management, Recruiting, Outsourcing, Business Planning, Sales, Revenue Recognition, Restructuring, Marketing, Venture Capital, Sarbanes-Oxley Act, Acquisition Integration, Corporate Finance, Financial Planning
Education
Brigham Young University 1997 — 1999
MBA
Advanced CFO Solutions 2011 - Present
Humaneyezed LLC July 2014 - Present
SaltStack June 2014 - Present
Provo Craft 2011 - 2011
Provo Craft 2007 - 2011
Honeywell 2004 - 2007
Honeywell Aerospace 1998 - 2004
Skills
Forecasting, Financial Modeling, Financial Analysis, Financial Reporting, Accounting, Strategic Planning, Process Improvement, Budgets, Cash Management, Mergers, Business Strategy, Managerial Finance, GAAP, Capital Budgeting, Strategic Financial..., Due Diligence, Cash Flow, Mergers & Acquisitions, Start-ups, Small Business, Strategy, Management, Finance, Executive Management, Recruiting, Outsourcing, Business Planning, Sales, Revenue Recognition, Restructuring, Marketing, Venture Capital, Sarbanes-Oxley Act, Acquisition Integration, Corporate Finance, Financial Planning
Education
Brigham Young University 1997 — 1999
MBA
Kent Thomas's Advanced CFO Solutions Experience January 1996 - Present
Job Founder & Managing Member Advanced CFO
Industry Management Consulting
Experience
Advanced CFO Solutions January 1996 - Present
SpinGo February 2012 - Present
The Mountain West Capital Network 2008 - Present
Stance, Inc. 2011 - May 2015
Utah Association of Certified Public Accountants 2011 - March 2015
MultiLing Corporation November 2011 - March 2014
DropShip Commerce 2012 - 2014
Wayne Brown Institute January 2006 - September 2012
7 Degrees, Inc. November 2010 - October 2011
Signature Products Group March 2007 - July 2011
Skills
Venture Capital, Start-ups, Entrepreneurship, Business Strategy, Strategic Planning, Mergers, Business Development, Due Diligence, Financial Analysis, Financial Modeling, Strategic Partnerships, Budgets, Strategy, Finance, New Business Development, Angel Investing, Business Planning, Forecasting, Cash Flow, Business Modeling, Corporate Development, Strategic Financial..., Internal Controls, Financial Accounting, Corporate Finance, Financial Reporting, Business Analysis, Business Valuation, Cash Management, Risk Management, Small Business, Mergers & Acquisitions, Negotiation, Leadership, Team Building, Executive Management, Accounting, Managerial Finance, Analysis, Management, Private Equity, Management Consulting, Valuation, Investments, Project Planning, Project Management, Enterprise Software, Consulting, Fundraising, Outsourcing
Education
University of Utah 1979 — 1980
MBA
Brigham Young University 1973 — 1979
BS
Bear River High School 1971 — 1973
High School Diploma
Advanced CFO Solutions January 1996 - Present
SpinGo February 2012 - Present
The Mountain West Capital Network 2008 - Present
Stance, Inc. 2011 - May 2015
Utah Association of Certified Public Accountants 2011 - March 2015
MultiLing Corporation November 2011 - March 2014
DropShip Commerce 2012 - 2014
Wayne Brown Institute January 2006 - September 2012
7 Degrees, Inc. November 2010 - October 2011
Signature Products Group March 2007 - July 2011
Skills
Venture Capital, Start-ups, Entrepreneurship, Business Strategy, Strategic Planning, Mergers, Business Development, Due Diligence, Financial Analysis, Financial Modeling, Strategic Partnerships, Budgets, Strategy, Finance, New Business Development, Angel Investing, Business Planning, Forecasting, Cash Flow, Business Modeling, Corporate Development, Strategic Financial..., Internal Controls, Financial Accounting, Corporate Finance, Financial Reporting, Business Analysis, Business Valuation, Cash Management, Risk Management, Small Business, Mergers & Acquisitions, Negotiation, Leadership, Team Building, Executive Management, Accounting, Managerial Finance, Analysis, Management, Private Equity, Management Consulting, Valuation, Investments, Project Planning, Project Management, Enterprise Software, Consulting, Fundraising, Outsourcing
Education
University of Utah 1979 — 1980
MBA
Brigham Young University 1973 — 1979
BS
Bear River High School 1971 — 1973
High School Diploma
Tommy Auger Tommy Auger's Advanced CFO Solutions Experience August 2010 - February 2012
Job CFO at AlphaGraphics
Industry Real Estate
Experience
AlphaGraphics February 2012 - Present
Auger Consulting August 2010 - February 2012
Advanced CFO Solutions August 2010 - February 2012
Red Ledges Land Development, Inc August 2008 - August 2010
Talisker Corporation September 2004 - August 2008
KPMG LLP /Andersen LLP September 1995 - September 2004
Deloitte and Touche August 1994 - September 1995
R and T Lawn Care May 1990 - September 1994
Church of Jesus Christ of Latter-Day Saints May 1988 - May 1990
Skills
Accounting, SEC reporting, Financial Management, Financial Reporting, Mergers, Auditing, Real Estate, Budgeting, Revenue Recognition, Cash Management, Financial Accounting, Debt, Financial Modeling, IPO, Venture Capital, Cash Flow, Due Diligence, Internal Controls, Financial Planning, Management, Managerial Finance, SEC filings, Mergers & Acquisitions, Budgets, Strategic Financial..., Start-ups, Private Equity, Leadership, Business Development, GAAP, Financial Analysis, Finance, Financial Statements, Executive Management, US GAAP, General Ledger, Sarbanes-Oxley Act, Financial Audits, Corporate Finance, Small Business, CPA, QuickBooks, Tax
Education
Oklahoma City University 1988 — 1994
Masters, Accounting
AlphaGraphics February 2012 - Present
Auger Consulting August 2010 - February 2012
Advanced CFO Solutions August 2010 - February 2012
Red Ledges Land Development, Inc August 2008 - August 2010
Talisker Corporation September 2004 - August 2008
KPMG LLP /Andersen LLP September 1995 - September 2004
Deloitte and Touche August 1994 - September 1995
R and T Lawn Care May 1990 - September 1994
Church of Jesus Christ of Latter-Day Saints May 1988 - May 1990
Skills
Accounting, SEC reporting, Financial Management, Financial Reporting, Mergers, Auditing, Real Estate, Budgeting, Revenue Recognition, Cash Management, Financial Accounting, Debt, Financial Modeling, IPO, Venture Capital, Cash Flow, Due Diligence, Internal Controls, Financial Planning, Management, Managerial Finance, SEC filings, Mergers & Acquisitions, Budgets, Strategic Financial..., Start-ups, Private Equity, Leadership, Business Development, GAAP, Financial Analysis, Finance, Financial Statements, Executive Management, US GAAP, General Ledger, Sarbanes-Oxley Act, Financial Audits, Corporate Finance, Small Business, CPA, QuickBooks, Tax
Education
Oklahoma City University 1988 — 1994
Masters, Accounting
Patrick Monney's Advanced CFO Solutions Experience March 2014 - Present
Job Controller/CFO at ELK Management
Industry Financial Services
Experience
Advanced CFO Solutions March 2014 - Present
ELK Management January 2014 - Present
Secure Capital Network May 2014 - December 2014
Wing Enterprises March 2010 - January 2014
DSI Enterprises September 2007 - February 2010
Logoworks January 2003 - September 2007
InsurQuote Systems Inc January 1993 - January 2003
DriveSafety 2001 - 2002
Skills
Human Resources, Accounting, Payroll, Marketing, Employee Benefits, Auditing, Medium Business, Bookkeeping, Account Reconciliation, Analysis, Budgets, Management, Inventory Management, Tax, Cash Management, Revenue Recognition, Microsoft Office, Financial Analysis, Customer Service, Banking, Forecasting, Process Improvement, Finance, Strategic Planning, Microsoft Excel, Account Management, Managerial Finance, Leadership, Team Building, Business Strategy
Education
Brigham Young University 1988 — 1992
BA - Communications, Public Relations
Springville High
Advanced CFO Solutions March 2014 - Present
ELK Management January 2014 - Present
Secure Capital Network May 2014 - December 2014
Wing Enterprises March 2010 - January 2014
DSI Enterprises September 2007 - February 2010
Logoworks January 2003 - September 2007
InsurQuote Systems Inc January 1993 - January 2003
DriveSafety 2001 - 2002
Skills
Human Resources, Accounting, Payroll, Marketing, Employee Benefits, Auditing, Medium Business, Bookkeeping, Account Reconciliation, Analysis, Budgets, Management, Inventory Management, Tax, Cash Management, Revenue Recognition, Microsoft Office, Financial Analysis, Customer Service, Banking, Forecasting, Process Improvement, Finance, Strategic Planning, Microsoft Excel, Account Management, Managerial Finance, Leadership, Team Building, Business Strategy
Education
Brigham Young University 1988 — 1992
BA - Communications, Public Relations
Springville High
Tara Moyes's Advanced CFO Solutions Experience July 2011 - Present
Job Accountant at Advanced CFO Solutions
Industry Accounting
Experience
Advanced CFO Solutions July 2011 - Present
Education
University of Utah
Bachelor of Science (B.S.), Psychology
Salt Lake Community College
Associate of Science (A.S.), Psychology
Advanced CFO Solutions July 2011 - Present
Education
University of Utah
Bachelor of Science (B.S.), Psychology
Salt Lake Community College
Associate of Science (A.S.), Psychology
Andrew Stubbs CPA, CVA's Advanced CFO Solutions Experience September 2011 - Present
Job Professional CFO and Clarity Team Director at Advanced CFO Solutions
Industry Accounting
Experience
Advanced CFO Solutions September 2011 - Present
Arzan Consulting October 2008 - December 2011
Karren, Hendrix, Stagg, Allen & Company September 2007 - October 2008
Ernst & Young January 2005 - August 2007
Skills
Tax, Accounting, Tax Preparation, Tax Returns, Corporate Tax, Financial Statements, Sales Tax, Financial Reporting, Financial Accounting, Auditing, Accountants, Income Tax, QuickBooks, General Ledger, Payroll Taxes, Business Valuation, Corporate Strategy..., Internal Controls, Financial Analysis, GAAP
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA) Candidate (2017), Finance
Brigham Young University 2004 — 2006
Master of Accountancy, Professional
Brigham Young University 1998 — 2004
Bachelor of Science, Accounting
Advanced CFO Solutions September 2011 - Present
Arzan Consulting October 2008 - December 2011
Karren, Hendrix, Stagg, Allen & Company September 2007 - October 2008
Ernst & Young January 2005 - August 2007
Skills
Tax, Accounting, Tax Preparation, Tax Returns, Corporate Tax, Financial Statements, Sales Tax, Financial Reporting, Financial Accounting, Auditing, Accountants, Income Tax, QuickBooks, General Ledger, Payroll Taxes, Business Valuation, Corporate Strategy..., Internal Controls, Financial Analysis, GAAP
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA) Candidate (2017), Finance
Brigham Young University 2004 — 2006
Master of Accountancy, Professional
Brigham Young University 1998 — 2004
Bachelor of Science, Accounting